After a recent trip to Japan, Jupiter's Simon Somerville, manager of the Japan Income fund, considers the outlook for corporate profitability, and how the country has changed four years on from the Tohoku earthquake and tsunami.

A significant decline in the yen will be required to eliminate the fiscal gap and help kickstart a sustainable cycle of improved consumption, according to Chris Taylor, manager of the Neptune Japan Opportunities fund.

It takes a disciplined investor to put capital into small-cap companies they may never have heard of. Alex Dryden, global market strategist at J.P. Morgan Asset Management, looks at how small-cap stocks compare on a global scale